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130 hedge funds and large institutions have $460M invested in StoneX in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

32% more call options, than puts

Call options by funds: $7.18M | Put options by funds: $5.43M

31% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 39

3% more funds holding

Funds holding: 126130 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less capital invested

Capital invested by funds: $488M → $460M (-$28.2M)

5.83% less ownership

Funds ownership: 225.4%219.58% (-5.8%)

Holders
130
Holders Change
+4
Holders Change %
+3.17%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
51
Reduced
39
Closed
9
Calls
$7.18M
Puts
$5.43M
Net Calls
+$1.75M
Net Calls Change
-$1.89M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$77.1M +$76.1M +6,839,839 +50,013%
Vanguard Group
2
Vanguard Group
Pennsylvania
$51.8M -$2.17M -195,139 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$33.5M +$1.26M +113,103 +4%
PCMF
4
Private Capital Management (Florida)
Florida
$28.8M +$108K +9,734 +0.4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$27.4M -$715K -64,291 -3%
NTCM
6
Nine Ten Capital Management
Illinois
$25.2M -$1.21M -108,689 -5%
PAIM
7
Punch & Associates Investment Management
Minnesota
$20.2M +$3.39M +304,618 +20%
State Street
8
State Street
Massachusetts
$14.2M +$1.08M +97,112 +8%
SAM
9
Shell Asset Management
Netherlands
$13.9M +$333K +29,977 +2%
Ameriprise
10
Ameriprise
Minnesota
$12.2M +$944K +84,861 +9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$10.1M +$22.4K +2,011 +0.2%
Prudential Financial
12
Prudential Financial
New Jersey
$8.48M +$2.7M +242,474 +47%
JP Morgan Chase
13
JP Morgan Chase
New York
$8.34M -$543K -48,870 -6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.75M -$2.44M -219,321 -24%
AQR Capital Management
15
AQR Capital Management
Connecticut
$7.52M +$1.9M +170,981 +34%
Northern Trust
16
Northern Trust
Illinois
$7.3M +$238K +21,445 +3%
AL
17
AJO LP
Pennsylvania
$5.52M +$5.46M +490,833 New
Invesco
18
Invesco
Georgia
$4.71M -$555K -49,879 -11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.64M +$2.04K +183 +0%
Principal Financial Group
20
Principal Financial Group
Iowa
$4.56M +$197K +17,692 +5%
Renaissance Technologies
21
Renaissance Technologies
New York
$3.62M +$1.09M +97,875 +44%
MCM
22
Matarin Capital Management
New York
$3.34M -$237K -21,283 -7%
GCP
23
GSA Capital Partners
United Kingdom
$3.23M +$639K +57,503 +25%
MC
24
Menta Capital
California
$2.94M +$2.58M +232,284 +795%
CEP
25
Chicago Equity Partners
Illinois
$2.93M -$822K -73,929 -22%